-7.6%
SYK vs KWEB
-35.7%
+28.0%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.6% | -0.2% |
| 7D | +4.4% | +3.4% | +1.1% | +3.8% |
| 30D | +16.9% | -3.5% | +20.4% | +17.2% |
| 3M | -5.9% | -17.4% | +11.5% | -4.6% |
| 6M | +14.3% | -18.6% | +32.8% | +15.8% |
| YTD | -6.9% | -29.3% | +22.4% | -7.2% |
| 1Y | -7.6% | -35.9% | +28.3% | -5.1% |
| All | -7.6% | -35.7% | +28.0% | -5.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KWEB.
Daily Out/Under-Performance
Portfolio return minus KWEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KWEB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded KWEB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling